What Salesforce Admins Need to Know About Marketing Cloud Engagement, AKA Pardot скачать в хорошем качестве

What Salesforce Admins Need to Know About Marketing Cloud Engagement, AKA Pardot

Carol Spring and Ashley Sodaro present at Mile High Dreamin' 2024 what Salesforce Admins should know about Marketing Cloud Engagement, also known as Pardot. Why is this important to Admins? We hear over and over that Pardot was set up by an Admin and they did not understand what the tool is, and made edits in Salesforce that can disrupt marketing processes. This is not meant to train an admin on Pardot but what an admin needs to know so when they make changes it will not negatively effect the Pardot system or marketing's operations. The problem is often not knowing who owns what in the intersection between Pardot and Admin. Often Marketing assumes Salesforce Admin knows what's going on and Admin assumes Pardot is self-sufficient. We discuss 1. Field Edits and data sync 2. Page Layouts 3. The SF – Pardot connector 4. Reporting 5. Other Collaboration options to be strongly considered.